Civic Intelligence

Aspire Private Capital LLC

Plan context: Aspire Private Capital 401 K Profit Sharing Plan Trust

EIN 27-2610171 • Cornelius, NC • 10 filings • 2 plans

19410 Jetton Rd Ste 110Cornelius, NC 28031
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$535,886

2024 Contributions

$112,242

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$535,886$267,943$0201520202024YearValue
$535,886Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160201520202024YearValue
11Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024111$535,886$112,242$10,204iApproximate average salary by contribution assumption: employee only about $255,095 at 4% or $170,064 at 6%; with 50% employer match about $170,064 at 4% or $113,376 at 6%; with 100% employer match about $127,548 at 4% or $85,032 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-11$535,886$112,242$10,204iApproximate average salary by contribution assumption: employee only about $255,095 at 4% or $170,064 at 6%; with 50% employer match about $170,064 at 4% or $113,376 at 6%; with 100% employer match about $127,548 at 4% or $85,032 at 6%.
2023111$366,784$105,511$9,592iApproximate average salary by contribution assumption: employee only about $239,798 at 4% or $159,865 at 6%; with 50% employer match about $159,865 at 4% or $106,577 at 6%; with 100% employer match about $119,899 at 4% or $79,933 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-11$366,784$105,511$9,592iApproximate average salary by contribution assumption: employee only about $239,798 at 4% or $159,865 at 6%; with 50% employer match about $159,865 at 4% or $106,577 at 6%; with 100% employer match about $119,899 at 4% or $79,933 at 6%.
2022111$207,418$104,370$9,488iApproximate average salary by contribution assumption: employee only about $237,205 at 4% or $158,136 at 6%; with 50% employer match about $158,136 at 4% or $105,424 at 6%; with 100% employer match about $118,602 at 4% or $79,068 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-11$207,418$104,370$9,488iApproximate average salary by contribution assumption: employee only about $237,205 at 4% or $158,136 at 6%; with 50% employer match about $158,136 at 4% or $105,424 at 6%; with 100% employer match about $118,602 at 4% or $79,068 at 6%.
2021111$152,492$64,457$5,860iApproximate average salary by contribution assumption: employee only about $146,493 at 4% or $97,662 at 6%; with 50% employer match about $97,662 at 4% or $65,108 at 6%; with 100% employer match about $73,247 at 4% or $48,831 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-11$152,492$64,457$5,860iApproximate average salary by contribution assumption: employee only about $146,493 at 4% or $97,662 at 6%; with 50% employer match about $97,662 at 4% or $65,108 at 6%; with 100% employer match about $73,247 at 4% or $48,831 at 6%.
202019$70,359$32,209$3,579iApproximate average salary by contribution assumption: employee only about $89,469 at 4% or $59,646 at 6%; with 50% employer match about $59,646 at 4% or $39,764 at 6%; with 100% employer match about $44,735 at 4% or $29,823 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-9$70,359$32,209$3,579iApproximate average salary by contribution assumption: employee only about $89,469 at 4% or $59,646 at 6%; with 50% employer match about $59,646 at 4% or $39,764 at 6%; with 100% employer match about $44,735 at 4% or $29,823 at 6%.
201918$42,344$18,031$2,254iApproximate average salary by contribution assumption: employee only about $56,347 at 4% or $37,565 at 6%; with 50% employer match about $37,565 at 4% or $25,043 at 6%; with 100% employer match about $28,173 at 4% or $18,782 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-8$42,344$18,031$2,254iApproximate average salary by contribution assumption: employee only about $56,347 at 4% or $37,565 at 6%; with 50% employer match about $37,565 at 4% or $25,043 at 6%; with 100% employer match about $28,173 at 4% or $18,782 at 6%.
201817$22,788$12,550$1,793iApproximate average salary by contribution assumption: employee only about $44,821 at 4% or $29,881 at 6%; with 50% employer match about $29,881 at 4% or $19,921 at 6%; with 100% employer match about $22,411 at 4% or $14,940 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-7$22,788$12,550$1,793iApproximate average salary by contribution assumption: employee only about $44,821 at 4% or $29,881 at 6%; with 50% employer match about $29,881 at 4% or $19,921 at 6%; with 100% employer match about $22,411 at 4% or $14,940 at 6%.
201717$23,378$9,270$1,324iApproximate average salary by contribution assumption: employee only about $33,107 at 4% or $22,071 at 6%; with 50% employer match about $22,071 at 4% or $14,714 at 6%; with 100% employer match about $16,554 at 4% or $11,036 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-7$23,378$9,270$1,324iApproximate average salary by contribution assumption: employee only about $33,107 at 4% or $22,071 at 6%; with 50% employer match about $22,071 at 4% or $14,714 at 6%; with 100% employer match about $16,554 at 4% or $11,036 at 6%.
201617$11,664$10,048$1,435iApproximate average salary by contribution assumption: employee only about $35,886 at 4% or $23,924 at 6%; with 50% employer match about $23,924 at 4% or $15,949 at 6%; with 100% employer match about $17,943 at 4% or $11,962 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-7$11,664$10,048$1,435iApproximate average salary by contribution assumption: employee only about $35,886 at 4% or $23,924 at 6%; with 50% employer match about $23,924 at 4% or $15,949 at 6%; with 100% employer match about $17,943 at 4% or $11,962 at 6%.
201516$1,704$1,783$297iApproximate average salary by contribution assumption: employee only about $7,429 at 4% or $4,953 at 6%; with 50% employer match about $4,953 at 4% or $3,302 at 6%; with 100% employer match about $3,715 at 4% or $2,476 at 6%.
Aspire Private Capital 401 K Profit Sharing Plan Trust-6$1,704$1,783$297iApproximate average salary by contribution assumption: employee only about $7,429 at 4% or $4,953 at 6%; with 50% employer match about $4,953 at 4% or $3,302 at 6%; with 100% employer match about $3,715 at 4% or $2,476 at 6%.